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Katrina Lynn Starr-Frederick

HASTINGS EQUITY PARTNERS, LLC·NEEDHAM, Massachusetts
Unclaimed Profile
250 FIRST AVE, NEEDHAM, MA 02494CRD# 6460604Firm CRD# 167499
01

About

Katrina Lynn Starr-Frederick is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with HASTINGS EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HASTINGS EQUITY PARTNERS, LLC
HASTINGS EQUITY PARTNERS, LLC
AUM
$567M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HASTINGS EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6460604
Firm CRD# 167499
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katrina Lynn Starr-Frederick offer?
Katrina Lynn Starr-Frederick specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Katrina Lynn Starr-Frederick's credentials?
Katrina Lynn Starr-Frederick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina Lynn Starr-Frederick located?
Katrina Lynn Starr-Frederick is based in NEEDHAM, Massachusetts, working with HASTINGS EQUITY PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Katrina Lynn Starr-Frederick charge for services?
Katrina Lynn Starr-Frederick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HASTINGS EQUITY PARTNERS, LLC?
HASTINGS EQUITY PARTNERS, LLC has approximately 13 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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